Message Center

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The Lawmatics Message Center centralizes client portal messages and SMS texts into a single, organized space.

Who Can Access the Message Center?

User access to the Message Center is based on matter access levels assigned in User Management settings.

• Users can only view messages for matters they have access to.
• As an admin, you can define these access levels in User Management.
• Access can be limited to matters owned, created, or all matters.
• Users with access to all matters will see all messages exchanged in the Message Center.

Admin View: The Message Center helps track and monitor all firm-wide communications.

Navigating the Message Center

To access the Message Center:

1. Navigate to Message Center from the left-side navigation bar under People.
2. View a dashboard of all client communications, based on user-specific access levels.

Client Portal Messages

• View all sent and received messages via the Client Portal.
• Click the "New Message" button at the top right to send a new portal message.
• Use the Message Type filter in the left sidebar to view only portal messages.

SMS Text Messages

• View all outgoing SMS messages.
• If using Two-Way Texting, message threads with clients will appear.
• Users with Two-Way Texting can:
  • Send new text messages from the Message Center.
  • Reply to message threads directly.